WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 262 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.63 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $34,648 | +3.5% | 800 | 0.0% | 0.00% | -25.0% |
| Q1 2024 | $33,472 | -56.0% | 800 | -66.5% | 0.00% | -81.0% |
| Q1 2020 | $76,000 | -30.9% | 2,386 | 0.0% | 0.02% | -22.2% |
| Q4 2019 | $110,000 | +11.1% | 2,386 | 0.0% | 0.03% | +8.0% |
| Q3 2019 | $99,000 | -6.6% | 2,386 | 0.0% | 0.02% | -10.7% |
| Q2 2019 | $106,000 | -19.7% | 2,386 | -20.5% | 0.03% | -22.2% |
| Q1 2019 | $132,000 | – | 3,003 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 894,415 | $38,737,116 | 5.41% |
| All Season Financial Advisors, Inc. | 85,807 | $3,716,319 | 3.37% |
| Private Wealth Advisors, LLC | 200,765 | $8,729,251 | 3.36% |
| Williams Financial, LLC | 96,106 | $4,162,345 | 2.77% |
| TMD Wealth Management, LLC | 251,954 | $10,912,107 | 2.39% |
| Eagle Strategies LLC | 252,395 | $10,931,212 | 2.09% |
| Clayton Financial Group LLC | 103,326 | $4,323,152 | 1.87% |
| Bridge Advisory, LLC | 70,746 | $3,064,012 | 1.51% |
| CUSTOM INDEX SYSTEMS, LLC | 58,604 | $2,538,139 | 1.46% |
| FFG RETIREMENT ADVISORS LLC | 36,383 | $1,575,748 | 1.10% |